Lee Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.15M | Sell |
13,918
-1,439
| -9% | -$602K | 0.73% | 17 |
|
|
2025
Q4 | $7.43M | Sell |
15,357
-2,985
| -16% | -$1.5M | 1% | 15 |
|
|
2025
Q3 | $9.5M | Buy |
18,342
+2,381
| +15% | +$1.21M | 1.19% | 12 |
|
|
2025
Q2 | $7.94M | Buy |
15,961
+1,165
| +8% | +$506K | 1.14% | 15 |
|
|
2025
Q1 | $5.55M | Sell |
14,796
-2,263
| -13% | -$923K | 0.85% | 16 |
|
|
2024
Q4 | $7.19M | Sell |
17,059
-29
| -0.2% | -$12.4K | 1.01% | 15 |
|
|
2024
Q3 | $7.35M | Buy |
17,088
+1,019
| +6% | +$436K | 1.04% | 16 |
|
|
2024
Q2 | $7.18M | Buy |
16,069
+10
| +0.1% | +$4.22K | 1.17% | 16 |
|
|
2024
Q1 | $6.76M | Sell |
16,059
-973
| -6% | -$394K | 1.13% | 16 |
|
|
2023
Q4 | $6.4M | Sell |
17,032
-3,659
| -18% | -$1.3M | 1.12% | 17 |
|
|
2023
Q3 | $6.53M | Sell |
20,691
-2,047
| -9% | -$676K | 1.22% | 17 |
|
|
2023
Q2 | $7.74M | Sell |
22,738
-766
| -3% | -$240K | 1.36% | 16 |
|
|
2023
Q1 | $6.78M | Sell |
23,504
-1,933
| -8% | -$493K | 1.16% | 19 |
|
|
2022
Q4 | $6.1M | Buy |
25,437
+141
| +0.6% | +$33.8K | 1.04% | 19 |
|
|
2022
Q3 | $5.89M | Buy |
25,296
+194
| +0.8% | +$51.2K | 1.1% | 16 |
|
|
2022
Q2 | $6.45M | Buy |
25,102
+811
| +3% | +$220K | 1.18% | 16 |
|
|
2022
Q1 | $7.49M | Buy |
24,291
+2,306
| +10% | +$694K | 1.34% | 15 |
|
|
2021
Q4 | $7.39M | Buy |
21,985
+752
| +4% | +$244K | 1.39% | 16 |
|
|
2021
Q3 | $5.99M | Buy |
21,233
+144
| +0.7% | +$41.9K | 1.24% | 16 |
|
|
2021
Q2 | $5.71M | Sell |
21,089
-740
| -3% | -$188K | 1.21% | 16 |
|
|
2021
Q1 | $5.15M | Buy |
21,829
+354
| +2% | +$82.1K | 1.22% | 17 |
|
|
2020
Q4 | $4.78M | Buy |
21,475
+176
| +0.8% | +$37.8K | 1.24% | 17 |
|
|
2020
Q3 | $4.48M | Sell |
21,299
-654
| -3% | -$137K | 1.25% | 16 |
|
|
2020
Q2 | $4.47M | Buy |
21,953
+314
| +1% | +$57K | 1.24% | 17 |
|
|
2020
Q1 | $3.41M | Buy |
21,639
+1,200
| +6% | +$197K | 1.13% | 16 |
|
|
2019
Q4 | $3.22M | Buy |
20,439
+63
| +0.3% | +$9.26K | 0.7% | 24 |
|
|
2019
Q3 | $2.83M | Buy |
20,376
+55
| +0.3% | +$7.56K | 0.64% | 27 |
|
|
2019
Q2 | $2.72M | Sell |
20,321
-15
| -0.1% | -$1.9K | 0.61% | 27 |
|
|
2019
Q1 | $2.4M | Buy |
20,336
+2,025
| +11% | +$221K | 0.56% | 29 |
|
|
2018
Q4 | $1.86M | Buy |
18,311
+9,409
| +106% | +$1.01M | 0.5% | 29 |
|
|
2018
Q3 | $1.02M | Sell |
8,902
-686
| -7% | -$74.4K | 0.25% | 64 |
|
|
2018
Q2 | $945K | Sell |
9,588
-30
| -0.3% | -$2.91K | 0.22% | 66 |
|
|
2018
Q1 | $877K | Buy |
9,618
+751
| +8% | +$68.7K | 0.22% | 68 |
|
|
2017
Q4 | $759K | Buy |
8,867
+450
| +5% | +$36.9K | 0.22% | 66 |
|
|
2017
Q3 | $627K | Sell |
8,417
-150
| -2% | -$11K | 0.2% | 76 |
|
|
2017
Q2 | $591K | Buy |
8,567
+324
| +4% | +$22.2K | 0.22% | 80 |
|
|
2017
Q1 | $543K | Sell |
8,243
-238
| -3% | -$15.3K | 0.22% | 80 |
|
|
2016
Q4 | $527K | Buy |
+8,481
| New | +$510K | 0.3% | 68 |
|
Other funds holding MSFT
VCM
VPM
Lee Financial's MSFT Position: Q1 2026 in Review
Lee Financial reduced its Microsoft (MSFT) stake by 9.4% in Q1 2026, selling an estimated $602K and leaving 13,918 shares worth $5.15M. The position accounts for 0.73% of the portfolio, ranked #17.
Lee Financial first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.5M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Lee Financial held 13,918 shares of Microsoft worth $5.15M as of Q1 2026.
- Lee Financial sold 1,439 Microsoft shares in Q1 2026, an estimated $602K.
- Microsoft made up 0.73% of Lee Financial's portfolio in Q1 2026, its #17 holding.
- Lee Financial first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Microsoft position peaked at $9.5M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.